Personal Finance

Investing

Basic Knowledge:
1. Morningstar.com: Market news, mutual fund news, feature articles on investing, mutual funds and stocks, in-depth mutual fund and stock Quicktakes, mutual fund and stock investing forums, portfolio monitor, University learning center
2. Vanguard, the large shareholder owned mutual fund, featuring easy to understand Plain Talk brochures and and an on-line investment planner
3. Superstar Investor, a large compilation of investment sites
4. El Toro's Getting Started for New Investors on Morningstar's forums

  Asset allocation, deciding what to invest in:
1. Dr. William Bernstein's Efficient Frontier Asset Allocation and Modern Portfolio Theory for Small Investors
2. The The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk by William J. Bernstein
3. Frank Armstrong's Investment Strategies for the 21st Century, an easy to understand guide to asset allocation by a fee only financial advisor
4. Frank Armstrong's Asset Allocation articles, originally published on Morningstar

Market, business and mutual fund news:
1. Wall Street Journal, a paid site which is very similar to the print version; you can sign up for e-mail alerts throughout the day
2. New York Times business news and New York Times technology news, updated every 10 minutes, the New York Times in depth Sunday business section appears at 9 pm Eastern time Saturday evening; this is a free site which requires registration
3. San Jose, California Mercury News, including Silicon Valley and Asian technology news plus significant news from other major news services and newspapers
4. CNN Financial News, news and articles, including small business and personal finance articles
5. Smartmoney, the Wall Street Journal Magazine of Personal Finance market news, featuring articles and investing tools
6. England's BBC news service

Estate planning, wills and trusts

1. Crash Course in Wills and Trusts, by Michael T. Palermo, Attorney at Law; Certified Financial Planner
2. FamilyEstate Illinois provides clear, understandable, detailed explanations of estate planning and trusts; to find the explanations, select Index from the left side navigation bar and then scroll downward to the index
3. nolo.com Self-Help Law Center
4. Errold F. Moody, Jr.'s estate planning resources; part of a 1000+ page site; Mr. Moody is a financial planner with a special interest in estate planning
5. SaveWealth.com: Living trusts, legacy trusts, dynasty trusts, family limited partnerships, charitable trusts, funding your trusts

Sustainable retirement withdrawal strategies

Professional Sites:
1. Retirement planners from T. Rowe Price: an inexpensive do-it-yourself version and a more expensive comprehensive personalized calculator
2. Sue Stevens, Morningstar.com's financial planner, evaluates T. Rowe Price's retirement withdrawal rate calculator
3. Henry Hebeler's Analyze Now has gloomier predictions for sustainable withdrawal rates. I have not tried his spreadsheets. You can read his free publications at this site.
Amateur sites:
1. Dave Lee's personal studies
2. Bylo Selhi's site, How Much Can You Safely Withdraw From Your Savings During Retirement? including most of the links above, plus a few more

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